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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,534 | $135,956-54.7% | $123,894-50.3% | $273,972-77.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 51.34% | 56.63%-5.3pp | 47.52%+3.8pp | 41.46%+9.9pp |
| Employer contribution / active EE | $10,487 | $5,170+102.9% | $4,617+127.2% | $4,869+115.4% |
| Participant deferral / active EE | $7,519 | $6,343+18.5% | $5,984+25.6% | $5,287+42.2% |
| Admin fee / account holder | $100 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |